+50.7%
XLE vs FLNC
+46.9%
+3.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.3% |
| 7D | +1.7% | -4.1% | +5.7% | +1.7% |
| 30D | +6.7% | -24.8% | +31.5% | +6.6% |
| 3M | +14.9% | -59.1% | +74.0% | +14.8% |
| 6M | +15.9% | -42.0% | +57.9% | +16.0% |
| YTD | +47.7% | -49.8% | +97.5% | +47.7% |
| 1Y | +50.7% | +43.1% | +7.6% | +48.0% |
| All | +50.7% | +46.9% | +3.8% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling